Navigating Cyber Threats in Finance

May 16, 2024
10:00 am to 1:00 pm
Upcoming Events, Virtual Event

This event will take stock of the current threat landscape & dive into strategies for defense and risk mitigation.

Session Details

As cyber threats continue to evolve, it’s imperative to stay (at least) one step ahead of the attackers. Designed exclusively for security specialists in the financial services industry, this event explores the latest advances, challenges, and best practices for securing financial institutions and banking firms. 

Topics include zero trust security, threat intelligence, risk management, data security, secure cloud computing, compliance, identity management, and emerging technologies shaping the future of cybersecurity.

Panel Discussion | Implementing Zero Trust: Lessons Learned

Financial firms were among the first to implement zero-trust security (even before NIST defined the architecture). But the road to zero-trust wasn’t smooth; many firms encountered rocks and potholes. This panel session focuses on how to streamline your zero trust path, regardless of where you are in the journey. We highlight technologies and practices that provided us with measurable benefits, and shine a spotlight on some of the challenges (and how to overcome them).

Earn 3.0 CPE credits at this event! Click here for more information.

Agenda

10:00am – 10:05am

WSTA Introductions

Eileen Kane | Managing Director, Wealth Management Technology, Morgan Stanley & WSTA Director

Eileen Kane is a Managing Director in Morgan Stanley’s Wealth Management Technology division, where she currently leads the RIA and Contact Center Technology platform development.

She joined Morgan Stanley through the 2020 acquisition of E*TRADE, where she ran the Institutional Technology division, having previously led the Quality Engineering and Project Management functions at E*TRADE. Eileen has spent over 20 years overseeing technology engineering teams in the Financial Services sector and believes a deep partnership with business stakeholders is the essential element in ensuring Technology delivery runs in lockstep with business development.

Eileen is passionate about developing talented, engaged technology teams that are fully invested in the company mission, and is committed to promoting diversity in the workplace, and empowering individuals to grow and succeed within the field.

Eileen holds a Bachelor of Science in Computer Science and Mathematics from University College Dublin, Ireland.

10:05am – 10:20am

Industry Perspectives: The Fast 15

Kory Patrick | Director, Global Commercial Financial Services, Booz Allen

Kory is the Commercial Financial Services Portfolio Lead for Booz Allen with more than two decades of experience designing, developing, and delivering global cybersecurity and risk management programs in both the public and private sectors, including 25 of the Fortune Global 100.​ His 20+ year career has focused on minimizing financial and nation state threats to critical infrastructure, including 12 years as an FBI Special Agent in the Cyber Division.

Abstract

A look at 5 of the top challenges and industry responses across the Financial Sector in just 15 minutes. We’ll touch on the Dynamic Regulatory Environment, Ensuring a Resilient Business, Generational Technology Shifts, Reducing Fraud Losses, and Optimizing Operations while setting the stage for an impactful day!

10:20am – 10:40am

DNS: The Overlooked Foundation for Scaling Malware Mitigation

Craig Sanderson | Vice President of Product Management, Infoblox

Craig Sanderson is the Vice President of Product Management at Infoblox. Craig has over 25 years of experience in the CyberSecurity industry with a broad array of roles ranging from consultancy, security architecture, business development and product management. Over the last seven years, Craig has been responsible for creating the vision, strategy and delivered the execution of the Infoblox BloxOne Threat Defense solution. He continues to be passionate about the role that DNS can play in delivering world class cyber security with a particular emphasis on how DNS can bridge the gaps between security platforms as part of the Infoblox Cyber Security ecosystem program.

Abstract

Security and scalability have rarely been close companions. As financial services organizations adapt to market demands and focus on delivering effective malware mitigation at scale, safeguarding against the ever-evolving threat landscape becomes a pervasive challenge in the industry. With 92% of malware exploiting DNS as the control plane, organizations are now re-evaluating their existing DNS platforms as a fundamental component of their security architectures. Leveraging the inherent scale and ubiquity of DNS, governments worldwide are establishing Protective DNS services to fortify national economic security strategies. In this session, we will explore how existing DNS platforms offer unique insights into threat actors while playing a crucial role in both malware mitigation and incident response.

10:40am – 11:00am

Surviving Supply Chain Attacks & Readying for Regulatory Storms

Eddie Doyle | Security Strategist, Check Point

Eddie Doyle works with enterprise organizations, university think tanks & corporate leaders to articulate the complex subject of cyber security in an engaging manner, championing his customer’s initiatives to fruition & finding the holy grail of cyber security… making cyber a profit center for the business.

LinkedIn recognizes Eddie’s forté as a keynote speaker & livestreamer of cyber security strategy for the everyday user of technology. Leading Board discussions & attack/defense simulation, Eddie proudly works with executive on disaster recovery planning & holds a global revenue responsibility for a fortune 500 company.

Abstract

Cybersecurity supply chain attacks stop commerce and impact our economy. Law enforcement, the SEC and other regulatory bodies now seek civil and criminal penalties for incompetent cybersecurity controls, holding executive and board members accountable. In this session, Eddie Doyle will provide the direction needed for enterprise organizations to understand the SEC’s “fraud and internal controls failure” indictments against companies guilty of these failures, in addition to leveraging AI tools to identify anomalous behavior within the supply chain as a prevention against cyber crime.

11:00am – 11:20am

Fireside Chat: Are BYO Devices Unfavorable to Financial Services Firms?

Igor Kostic | Associate Director, Verizon Business

Igor Kostic is a leader of NYC financial services teams. He is based in NYC and well known to many in the WSTA community. His areas of experience include network communications, security, and mobility solutions.   As the host of this, session, he will highlight the importance of an effective mobility strategy and how the right controls in place are critical for companies to maintain compliance. 

On a personal note, Igor has lived and worked in Amsterdam, Bangkok, Munich, London, and New York.  He has a passion for helping kids and young adults into a sales career by dedicating his time coaching and training through various organizations and organizes yearly charity events to generate funds for good causes. 

Derek Peabody | Senior Director, Verizon Business Group Unified Communications and Messaging Product Management

Derek’s team has responsibility for Mobile UC services including One Talk, Push to Talk, and Verizon Mobile for Microsoft Teams / Teams Phone Mobile and our Messaging and Message Archiving services. Prior to this he held a variety of positions in Product Development in VoIP and Contact Center as well as service delivery.   Derek holds a BA in Liberal Arts/Pre-Law from Hofstra University where he was a National Merit Scholar and received the Nelson Demille full academic scholarship.

Abstract

Regulatory compliance, device security, and therefore device control are becoming increasingly important.  Hear Verizon Senior Director of Product Management and Associate Director of Enterprise Sales (NYC) discuss how the market is trending towards enterprises eliminating BYO (Bring Your Own) devices in order to overcome challenges and protect their business identity in the changing environment.

11:20am – 11:40am

Confronting Online Threats in FinServ: Strategies & Insights

Melissa McRee | Sr Manager, Data Science, F5

Melissa McRee leads a team of data scientists under F5 Bot Defense specializing in analysis of automated fraud and other bot attacks. In previous professional lives, she has led analysis teams with Booz Allen, the U.S. Department of Defense, and research nonprofits.

Abstract

A deep dive into automated attacks targeting online financial services, highlighting the evolution of risks presented by account takeover and scaled fraud, bypasses for common safeguards, and industry/region comparisons. The presentation will share real-world case studies and aggregated data from F5 Bot Defense’s global customer base to provide valuable insights on these threats and trends.

11:40am – 11:55am

Break – Visit the Resource Rooms and Network with Attendees

11:55am – 12:10pm

Prepare to Defend: A New People-Centric Era of Cybersecurity Defense

Sarah Gosler | Global Head of Cyber Awareness, Training & Threat Simulation, BNY Mellon

Sarah is a cybersecurity leader and award-winning executive with over 20 years of experience in technology and finance. She is currently the Global Head of Cyber Awareness, Training and Threat Simulation at BNY Mellon, where she leads the firm’s human-centric effort to enhance its security posture and resilience against evolving cyber threats.

In her role, Sarah oversees a team of former military, law enforcement, and risk professionals who design and deliver comprehensive training programs and customized cyber threat simulations for executives, managers, employees, and clients. She also advocates for veterans and supports their transition to the corporate world as the Head of Veteran Advocacy for BNY Mellon’s Veteran Employee Resource Group.

Abstract

Cyberattacks against financial services firms are a danger to us all. In today’s fast-paced and interconnected digital landscape, the threat of cyberattacks looms ever-present for organizations worldwide. As cyber adversaries continue to evolve their tactics and techniques, companies must be proactive in fortifying their defenses and readiness to effectively mitigate potential risks. A mind shift is required, one that brings individuals at every level onboard in building a proactive cybersecurity culture. Join us to hear about the imperative for driving a cybersecurity awareness culture, how cybercrime is impacting financial services specifically, and how we are tackling this at BNY Mellon.

12:10pm – 1:00pm

Panel Discussion: Implementing Zero Trust: Lessons Learned

Abstract

Financial firms were among the first to implement zero-trust security (even before NIST defined the architecture). But the road to zero-trust wasn’t smooth; many firms encountered rocks and potholes. This panel session focuses on how to streamline your zero trust path, regardless of where you are in the journey. We highlight technologies and practices that provided us with measurable benefits, and shine a spotlight on some of the challenges (and how to overcome them).

(Moderator) Kory Patrick | Director, Global Commercial Financial Services, Booz Allen

Kory is the Commercial Financial Services Portfolio Lead for Booz Allen with more than two decades of experience designing, developing, and delivering global cybersecurity and risk management programs in both the public and private sectors, including 25 of the Fortune Global 100.​ His 20+ year career has focused on minimizing financial and nation state threats to critical infrastructure, including 12 years as an FBI Special Agent in the Cyber Division.

Ian DiBernardo | Chair, IP Litigation Practice Group, Brown Rudnick, LLP

Ian DiBernardo is a partner and chair of the Intellectual Property Litigation Practice Group. He is also co-practice group leader of the U.S. Technology group. His dual leadership roles reflect his decades of experience counseling clients throughout the entire lifecycle of technology and intellectual property.

He frequently applies his electrical engineering training to representing banks, funds, broker-dealers, insurance companies and other players in the financial services and fintech industries. For example, he has created worldwide patent portfolios on trading technologies, negotiated licenses for risk management software, structure cybersecurity related professional services, and negotiated an enterprise IaaS deal related to AI trading. On behalf of clients, Ian has also bought and sold alternative trading systems

Valerie Drew, VP, and Lead of Corporate Bank Technology Risk Portfolio, Deutsche Bank

Valerie Drew is an executive-level technologist, who is known for optimizing companies’ growth with visionary technology leadership through relentless innovation in Artificial Intelligence, global security, cloud infrastructure, financial application development for Fixed Income and Capital Markets. She is a thought leader who catapults teams to exceed expectations in complex environments. She propels MM revenue savings, utilizing predictive analysis, code optimization, and implementing best practices in the international market.

Valerie has designed global Risk frameworks for Artificial Intelligence and Cloud cybersecurity implementation, transformation, and continuous improvement for sustainable growth.

Valerie is the VP, and lead of CB Technology Risk Portfolio at DB, in a previous role as COO of Divisional Control and Regulatory Office her responsibilities was to design controls for Artificial Intelligence and Robotics Process Automation at Deutsche Bank. She has an MBA and a Master’s degree in Cyber security from the University of Maryland. She is working on her dissertation for her doctorates in Strategic Intelligence at the American Military University, conducting extensive research in the malicious use of Artificial Intelligence.

Lenworth Smith | Director of Global: Infrastructure, Operations and Security, EquiLend

Lenworth is a technology executive with over 25 years industry experience specializing in several technology disciplines including implementing, deploying and managing next gen technology infrastructure, private clouds, platform optimization, business continuity, IT Security, etc. Lenworth has extensive experience and skills with implementing Global IT Security Programs, Virtualization and Hyper-Converged technologies.

Lenworth is currently the Head of the Global: Infrastructure, Operations and Security teams for EquiLend Holdings LLC, which is responsible for providing the business with innovative, reliable, cost-effective and secure technology solutions across all core infrastructure services.

Prior to joining EquiLend, Lenworth served as the EVP and Head of IT, Warehouse and Logistics for Lloyd’s Manufacturing Inc., a foods and beverages retail manufacturer in Jamaica, W.I. There he led the firm’s datacenter re-architecture, which successfully reduced costs and decreased complexity, while also providing improved disaster recovery for the firm’s critical systems.

1:00 PM

Closing Remarks

Location Details

This is a virtual event powered by Webex Events (formerly Socio). Registered Attendees will be provided a login link to access the event site.